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⚠ Awards Measured by Someone ElseLow threat

T-Mobile US (TMUS) — threat to the moat

T-Mobile's network lead is measured by J.D. Power, Ookla and HarrisX; losing the next report would weaken its switching story.

T-Mobile's network case rests on other people's measurements: J.D. Power1, Ookla and HarrisX2. Those are useful precisely because T-Mobile does not control them, and for the same reason it cannot keep them. Verizon and AT&T have their own capital budgets and their own spectrum.

T-Mobile postpaid net account additions by quarter (thousands)318Q2 2025277Q2 2026T-Mobile US Q2 2026 earnings release
Fewer new accounts even with the awards.

The lead is also recent. The J.D. Power result ended a long run in which a competitor led3, which says as much about how long T-Mobile trailed as about how far ahead it now is.

T-Mobile's own headline is a survey too. It reported a record wireless NPS score of 46, "the highest-ever NPS for a big three carrier", according to HarrisX survey data4. A single survey can move with the sample; what matters is whether several independent ones keep agreeing.

There is also a measure T-Mobile publishes about itself. It says switchers who believe it has the best network rose from about one in eight in 2020 to more than one in four5. That is the survey that matters most commercially, because it describes the people choosing a carrier now.

The J.D. Power result was a large step from a low base. T-Mobile led network quality in more regions than at any point in its history, "well above its previous high of two regions"6. A jump that size is the sort a survey can also give back.

Rankings feed directly into marketing and switching. If T-Mobile lost the J.D. Power lead in a majority of regions in the next report, the network argument behind its share gains would be weaker, and postpaid account additions, 277 thousand in the June 2026 quarter7, would be the first number to show it.

References
  1. ReportedT-Mobile's network case rests on other people's measurements: J.D. Power, Ookla and HarrisX.
    T-Mobile US fourth-quarter and full-year 2025 results release, Form 8-K exhibit 99.1 - broadband customers, shareholder returns of $14.0 billion in 2025 and the network-award record. — FY2025 · publ. 11 February 2026 · source ↗
  2. ReportedT-Mobile's network case rests on other people's measurements: J.D. Power, Ookla and HarrisX.
    T-Mobile US second-quarter 2026 results release, Form 8-K exhibit 99.1 - postpaid account additions, ARPA, Core Adjusted EBITDA, shareholder returns and raised 2026 guidance. — Q2 2026 · publ. 23 July 2026 · source ↗
  3. ReportedThe J.D. Power result ended a long run in which a competitor led, which says as much about how long T-Mobile trailed as about how far ahead it now is.
    T-Mobile US fourth-quarter and full-year 2025 results release, Form 8-K exhibit 99.1 - broadband customers, shareholder returns of $14.0 billion in 2025 and the network-award record. — FY2025 · publ. 11 February 2026 · source ↗
  4. ReportedIt reported a record wireless NPS score of 46, "the highest-ever NPS for a big three carrier", according to HarrisX survey data.
    T-Mobile US second-quarter 2026 results release, Form 8-K exhibit 99.1 - postpaid account additions, ARPA, Core Adjusted EBITDA, shareholder returns and raised 2026 guidance. — Q2 2026 · publ. 23 July 2026 · source ↗
  5. ReportedIt says switchers who believe it has the best network rose from about one in eight in 2020 to more than one in four.
    T-Mobile US Capital Markets Day Update, Form 8-K exhibit 99.1, 11 February 2026 - 2026-2027 targets, broadband 2030 targets, the digital and AI contribution, the network-seeker opportunity and the capital envelope. — February 2026 · publ. 11 February 2026 · source ↗
  6. ReportedT-Mobile led network quality in more regions than at any point in its history, "well above its previous high of two regions".
    T-Mobile US fourth-quarter and full-year 2025 results release, Form 8-K exhibit 99.1 - broadband customers, shareholder returns of $14.0 billion in 2025 and the network-award record. — FY2025 · publ. 11 February 2026 · source ↗
  7. ReportedIf T-Mobile lost the J.D. Power lead in a majority of regions in the next report, the network argument behind its share gains would be weaker, and postpaid account additions, 277 thousand in the June 2026 quarter, would be the first number to show it.
    T-Mobile US second-quarter 2026 results release, Form 8-K exhibit 99.1 - postpaid account additions, ARPA, Core Adjusted EBITDA, shareholder returns and raised 2026 guidance. — Q2 2026 · publ. 23 July 2026 · source ↗
Sources
Generated October 6, 2026